Datapath, Inc Profit Sharing Plan
Performance
HelpPortfolio Return | 47.32% | 85.26% | 146.52% |
Comparable Target-Date Fund [why this comparison?] |
15.23% Target-Date 2020 |
43.39% Target-Date 2030 |
74.72% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,090 (+32.09%) | +$41,869 (+41.87%) | +$71,799 (+71.80%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 30% | 48% | 67% |
Vanguard Selected Value Fund Investor Shares | VASVX | 6% | 7% | 8% |
iShares Russell 2000 Growth ETF | IWO | 7% | 10% | 12% |
American Century Equity Growth Fund Investor Class | BEQGX | 7% | 11% | 13% |
Harding Loevner International Equity Portfolio Institutional Class | HLMIX | 6% | - | - |
TCW Core Fixed Income Fund Class Institutional | TGCFX | 44% | 24% | - |
Total Portfolio | 100% | 100% | 100% |